Hot Jobs

De novo opportunity for entrepreneurial Wealth Management professionals  in Santa Barbara. Our client knows what it takes to be successful in this market so local talent is needed to call on the HNW market. Entry level is $300k minimum income, min $500k investable assets and at least $2mm net worth outside of primary residence.  Successful bankers are leading wit...
Santa Barbara, CA Jun, 13
Trusted Wealth Management firm has an opening for a Sr Trust Officer in the California Bay Area.  Take leadership in all aspects of Trust relationships; including identifying and assisting in the opening of new business, administration, and closing of trusts. You will serves as a resource for all areas of the bank with regard to Trust & Fiduciary issues.  Compl...
San Francisco, CA Apr, 15
Boutique Independent Wealth Management Firm seeks a Lead Client Advisor to source new assets and manage client relationships. • The Firm offers an extensive suite of institutional investment strategies, building customized portfolios from not only equities and fixed income, but also real estate, venture capital, private equity and private debt. • The Private...
Century City, CA Apr, 15

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